See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,378 | $104,974-39.6% | $95,585-33.7% | $142,382-55.5% |
| Participation rate | 33.3% | 75.0%-41.6pp | 72.1%-38.7pp | 80.1%-46.8pp |
| Annual return | 18.19% | 210.33%-192.1pp | 38.56%-20.4pp | 217.08%-198.9pp |
| Employer contribution / active EE | $1,073 | $2,779-61.4% | $2,527-57.5% | $4,299-75.0% |
| Participant deferral / active EE | $2,488 | $4,352-42.8% | $4,023-38.1% | $6,507-61.8% |
| Admin fee / account holder | $337 | $6,386-94.7% | $6,127-94.5% | $12,624-97.3% |